Practical analysis for investment professionals

Leadership, Management & Communication Skills


How Culture Improves Outcomes: Cognitive Diversity

Leaders need to prioritize culture, says Katrina Sherrerd, PhD, CFA.

How I Generate Investment Ideas

Where do investment ideas come from? Joachim Klement, CFA, shares his process.

10 Open Questions for All Professional Investors

The investment profession has some pretty intense open questions.

Hiring and Firing Portfolio Managers: Process and Outcomes

Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

Best Does Not Mean Optimal

You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.

Women of Jeopardy! on Defining Success

As part of her research, Barbara Stewart, CFA, spoke to a particular group of women about how they feel about their intelligence, how they look at success, and what advice they’d give younger women.

Whistleblowing: The Risks and Rewards

“You do not wake up one morning saying, ‘Well, I am going to be a whistleblower,’” says Stephanie Gibaud.

Humans vs. Machines: The Stress Management Edge

The battle between human intelligence and artificial intelligence (AI) may come down to whether humans can successfully manage chronic stress.



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